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Morningstar Inc. (MORN)
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Sector: Investment Advice
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 2,434,338 | $720,198,897 | -7% | 2.83% |
| 2. | Millennium Management Israel Englander | 320,186 | $94,727,028 | +154% | 0.04% |
| 3. | Royce & Associates Chuck Royce | 193,561 | $57,265,022 | -14% | 0.53% |
| 4. | Renaissance Technologies Jim Simons | 176,870 | $52,326,990 | -6% | 0.08% |
| 5. | Praesidium Investment Management Company Kevin Oram And Peter Uddo | 98,766 | $29,219,921 | -30% | 5.55% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $234.68 | 5 | Director | 6,039 | 2021-02-01 | Filing | |
| $151.39 | 5 | Director | 5,876 | 2020-05-01 | Filing | |
| $159.56 | 5 | Director | 5,871 | 2020-02-03 | Filing | |
| $162.15 | 5 | Director | 5,866 | 2019-11-01 | Filing | |
| $152.69 | 5 | Director | 5,861 | 2019-08-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $331.88 | 750 | Director | 12,840 | 2024-10-30 | Filing | |
| $316.48 | 750 | Director | 13,590 | 2024-09-30 | Filing | |
| $308.34 | 4 | Large Shareholder, Officer, Director | 10,516,912 | 2024-09-10 | Filing | |
| $307.53 | 92 | Large Shareholder, Officer, Director | 10,516,916 | 2024-09-10 | Filing | |
| $306.49 | 37 | Large Shareholder, Officer, Director | 10,517,008 | 2024-09-10 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,576,670 | $737,546,021 | 0.01% | |
| 2. | 2,392,043 | $684,698,429 | 0.01% | |
| 3. | 1,936,055 | $554,176,911 | 0.04% | |
| 4. | 1,322,451 | $378,538,374 | 1% | |
| 5. | 1,292,308 | $369,910,301 | 0.03% |
News See All
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Will Morningstar (MORN) Grow Durably Over a Multi-Year Period?
Baron Funds, an investment management company, released its “Baron Asset Fund” second quarter 2023 investor letter. A copy of the same can be downloaded here. U.S.
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Billionaire Hedge Funds
